|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$721M
|
-$32.8M
|
-629,335
|
-5%
|
|
|
2
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$149M
|
+$12.6M
|
+242,338
|
+10%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$36.7M
|
+$4.03M
|
+77,430
|
+13%
|
|
|
4
|
S&T Bank
Indiana,
Pennsylvania
|
$22.5M
|
+$1.78M
|
+34,174
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
-$182K
|
-3,487
|
-1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$13.9M
|
-$235K
|
-4,504
|
-2%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.8M
|
-$865K
|
-16,610
|
-7%
|
|
|
8
|
K2 Financial
Glendora,
California
|
$5.38M
|
-$316K
|
-6,070
|
-6%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.58M
|
-$62.7K
|
-1,204
|
-1%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$3.63M
|
+$3.37M
|
+64,659
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.35M
|
+$76.4K
|
+1,467
|
+3%
|
|
|
12
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$3.1M
|
+$390K
|
+7,495
|
+16%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.07M
|
-$241K
|
-4,623
|
-8%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$2.8M
|
+$846K
|
+16,234
|
+48%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.68M
|
-$218K
|
-4,191
|
-8%
|
|
|
16
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.33M
|
-$4.58K
|
-88
|
-0.2%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$2.23M
|
+$2.1M
|
+40,371
|
New
|
|
|
18
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$2.17M
|
+$2.02M
|
+38,729
|
New
|
|
|
19
|
Compass Capital Corp
Braintree,
Massachusetts
|
$2.14M
|
+$230K
|
+4,410
|
+13%
|
|
|
20
|
United Advisor Group
Cincinnati,
Ohio
|
$2.03M
|
-$118K
|
-2,272
|
-6%
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.82M
|
-$169K
|
-3,248
|
-9%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$1.5M
|
-$326K
|
-6,251
|
-18%
|
|
|
23
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.26M
|
+$117K
|
+2,248
|
+11%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.19M
|
-$40.4K
|
-776
|
-4%
|
|
|
25
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.17M
|
-$55.8K
|
-1,071
|
-5%
|
|
